Phoenix Wealth Management Revenue

Financial Services • Witney, England, United Kingdom • 21-50 Employees

Phoenix Wealth Management revenue & valuation

Annual revenue	$1,882,210
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$6,100,000
Total funding	No funding

Key Contact at Phoenix Wealth Management

Angela Barney

Pa To Managing Director

Company overview

Headquarters	Dunraven House, Meadow Court, 41-43 High St., Witney, Oxon. OX28 6ER, GB
Phone number	+443605826
Website	phoenix-wm.co.uk
NAICS	52
SIC	628
Keywords	Wealth Management, Retirement Income, Long Term Care, Estate Planning, Lifetime Planning, Pension Transfer Specialists
Founded	1998
Employees	21-50
Socials

Phoenix Wealth Management Email Formats

Phoenix Wealth Management uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@phoenix-wm.co.uk), used 58.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@phoenix-wm.co.uk	58.3%
{first name}.{last name}	john.doe@phoenix-wm.co.uk	41.7%

About Phoenix Wealth Management

Phoenix Wealth Management is a private client practice founded on the principle of providing a truly bespoke service to individuals for whom excellence is a pre-requisite. We provide a holistic Financial Planning and Wealth Management service, developing long-term relationships with our clients and advising on all of their financial needs. We have offices in Witney, Oxfordshire and the City of London. We believe that financial planning is an on-going process because people's circumstances and objectives change, tax regulations change and investment markets change. We build long term relationships with our clients to ensure that changes are factored into financial plans and to assist them in achieving their lifestyle and financial goals. We are truly independent with no external shareholders. This allows us access to the full range of financial planning solutions with in-house expertise in core areas such as Pension & Investment planning working alongside specialists in Estate Planning, Long Term Care together with Cashflow and Retirement Income modelling.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Manager

Employees by Department

Phoenix Wealth Management has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Phoenix Wealth Management has never raised funding before.

Phoenix Wealth Management Tech Stack

Discover the technologies and tools that power Phoenix Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

WP Rocket

Caching

Swiper

JavaScript libraries

Moove GDPR Consent

Cookie compliance

jQuery UI

JavaScript libraries

Hello Elementor

WordPress themes

Google Maps

Maps

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

Frequently asked questions

Phoenix Wealth Management is located in Witney, England, GB.

You can reach Phoenix Wealth Management at +443605826.

Phoenix Wealth Management generates an estimated annual revenue of $1,882,210. This revenue figure reflects the company's market position and business performance in its industry.

Phoenix Wealth Management has an estimated valuation of $6,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Phoenix Wealth Management was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Phoenix Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Phoenix Wealth Management

Angela Barney

Pa To Managing Director

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